BFSG LLC’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.11K Hold
500
﹤0.01% 515
2025
Q1
$5.82K Hold
500
﹤0.01% 544
2024
Q4
$7.7K Hold
500
﹤0.01% 526
2024
Q3
$3.93K Hold
500
﹤0.01% 556
2024
Q2
$3.31K Sell
500
-75
-13% -$496 ﹤0.01% 546
2024
Q1
$4.2K Buy
575
+75
+15% +$548 ﹤0.01% 553
2023
Q4
$4.98K Buy
+500
New +$4.98K ﹤0.01% 500